))
Masterclass - Make Your Money Matter w/ Cara Clare EP 77
Manage episode 374312694 series 3310267
Content provided by Anita Mattu. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anita Mattu or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Masterclass - Make Your Money Matter w/ Cara Clare EP 77
Are you ready to take control of your finances? Get ready to gain valuable insights as we chat with the savvy and seasoned financial advisor, Cara Clare. We unpack the often taboo topic of finances, discussing the importance of open conversations about money matters with your loved ones. Cara shares her journey towards becoming a financial advisor and how she helps her clients make sense of their finances for a secure future. Through her expertise, we learn the significance of understanding financial goals, setting aside savings, and planning for retirement.
Imagine a future where you're not taken by surprise by inflation's impact on your buying power, where you have an emergency fund to fall back on and have smartly invested in a range of options. Cara helps us navigate through this financial maze in the second part of our conversation. We delve into the world of pensions and discuss their role in financial planning as well as what happens to them after we pass away.
Finally, we dive into the nitty-gritty of life insurance, family income benefit, income protection, and critical illness cover. Cara emphasizes the importance of regularly updating wills to ensure your assets are distributed according to your wishes. She also highlights the issue of unclaimed assets and how maintaining a written record of your plans and passwords can help your loved ones. Join us in this engaging and enlightening conversation with Cara Clare and take a step towards financial clarity and security.
Email: cara.clare@sjpp.co.uk
Instagram : https://www.instagram.com/make_money_matter/?hl=en
I look forward to connecting with you Anita Mattu https://linktr.ee/AnitaMattu
Chapters
1. Make Your Money Matter (00:00:00)
2. Understanding Inflation, Investing, and Pension Planning (00:09:37)
3. Life Insurance and Estate Planning Importance (00:18:16)
4. Importance of Pensions and Financial Planning (00:26:33)
131 episodes
Share
